Skip to content
Disclosery

Litman Gregory Wealth Management LLC: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Litman Gregory Wealth Management LLC on TSM, newest first. How the timeline and the estimate are built.

Litman Gregory Wealth Management LLC held 51,191 TSM shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 51,191 shares
    Change vs previous 13F -728 shares

    1.14% of the 13F portfolio, value $15,556,557.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 51,919 shares
    Change vs previous 13F -2,063 shares

    1.08% of the 13F portfolio, value $14,500,354.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 53,982 shares
    Change vs previous 13F -1,697 shares

    0.96% of the 13F portfolio, value $12,226,420.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 55,679 shares
    Change vs previous 13F -581 shares

    0.79% of the 13F portfolio, value $9,242,716.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 56,260 shares
    Change vs previous 13F -3,337 shares

    0.96% of the 13F portfolio, value $11,110,764.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 59,597 shares
    Change vs previous 13F -749 shares

    0.87% of the 13F portfolio, value $10,350,290.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 60,346 shares
    Change vs previous 13F -556 shares

    0.93% of the 13F portfolio, value $10,488,739.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 60,902 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $8,285,718.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).